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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,339 | $96,419-81.0% | $80,648-77.3% | $139,487-86.9% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 10.93% | 1352.86%-1341.9pp | 937.21%-926.3pp | 373.84%-362.9pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,611 | $5,225-50.0% | $4,443-41.2% | $6,713-61.1% |
| Admin fee / account holder | $224 | $6,605-96.6% | $5,382-95.8% | $11,407-98.0% |